LIBERTY ONE INVESTMENT MANAGEMENT, LLC
Position in DUK — Duke Energy CORP
CIK 1807328
LIBERTYVILLE, IL
Position in DUK
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$29,209,980
-$1,170,063 QoQ
Shares Held
230,763
-0.5% QoQ
Ownership
0.030%
of shares outstanding
% of Portfolio
3.17%
of 13F equity value
Holder Rank
#185
of 2,446 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 15%
None 85%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026LIBERTY ONE INVESTMENT MANAGEMENT, LLC holds $104,343,515 across 7 Utilities - Regulated Electric names. DUK ranks #3 (28.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LNT |
Alliant Energy Corp
|
409,172 | $31,215,731 | |
| 2 | SO |
Southern Co
|
309,176 | $29,591,234 | |
| 3 | DUK |
Duke Energy CORP
This page
|
230,763 | $29,209,980 | |
| 4 | ETR |
Entergy Corp /De/
|
59,182 | $6,797,643 | |
| 5 | NEE |
Nextera Energy Inc
|
69,387 | $6,090,096 | |
| 6 | D |
Dominion Energy, Inc
|
10,802 | $737,668 | |
| 7 | NGG |
National Grid PLC
|
8,461 | $701,163 |
All Filings in DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $29,209,980 | 230,763 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $30,380,043 | 232,015 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $24,028,400 | 205,003 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $64,614,453 | 522,137 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $31,963,840 | 270,880 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $34,097,323 | 279,555 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $30,266,320 | 280,920 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $32,242,376 | 279,639 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $27,944,224 | 278,801 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $25,979,013 | 268,628 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $25,533,552 | 263,124 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $22,483,617 | 254,743 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $21,749,745 | 242,364 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $22,071,178 | 228,788 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $21,784,341 | 211,519 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $18,279,267 | 196,509 | Shares | Sole | 2022-11-16 | |
| 2022-06-30 | $19,320,421 | 180,211 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $21,752,819 | 194,813 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $19,802,182 | 188,772 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $17,646,223 | 180,820 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $17,790,429 | 180,211 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $17,206,762 | 178,253 | Shares | Sole | 2021-04-06 | |
| 2020-12-31 | $15,652,090 | 170,949 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $14,705,210 | 166,048 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $12,294,431 | 153,892 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $11,740,540 | 145,160 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||